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The financial crash and the rise of digital and social channels have changed how consumers view the financial community and approach wealth management. A new group of investors—one defined by behaviors rather than traditional demographics—is emerging. The behaviors of this digital generation, or Gen D, will increasingly influence the relationships investors have with advisors.
Watch this podcast to learn more about the investment and technology preferences of Gen D investors, and hear how Gen D advisors are responding.
Download the podcast [MP4, 26.4MB]
Download Video Transcript [PDF, 138KB] PDF Help
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March 28, 2013
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